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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $296,877 |
27 funds of $250K or more; 19 lines in all, holding $153M of the plan's $158M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $97.0M | 63.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market Recordkeeper's own fund | $17.6M | 11.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $9.4M | 6.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.9M | 5.2% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $3.6M | 2.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $2.6M | 1.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $2.3M | 1.5% |
| American Funds American Mutual Fund R6 Capital Group · Mutual fund | $2.1M | 1.4% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.7M | 1.1% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.4M | 0.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Growth and Income Fund Admiral Shares | $1.4M |
| DroppedVanguard Dividend Growth Fund Investor Shares | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.